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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹1,080 Cr
Lock In Period
N/A
Expense Ratio
2.08
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
If units are redeemed/switched out within 3 months from the date of allotment: if upto 10% of unitsallotted are redeemed/switched out - Nil. Any redemption / switchout of units in excess of 10% of units allotted - 0.25%. If units are redeemed/switched out after 3 months from the date of allotment - Nil.
Summary
Latest details for Invesco India Balanced Advantage Fund Growth include a ₹51.46 NAV as of Mar 09,2026 and returns since inception of 37.45%. Minimum investments start at SIP ₹100. The Invesco India Balanced Advantage Fund Growth AUM is ₹1,080 Cr, with a lock-in of N/A years, expense ratio of 2.08%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - If units are redeemed/switched out within 3 months from the date of allotment: if upto 10% of unitsallotted are redeemed/switched out - Nil. Any redemption / switchout of units in excess of 10% of units allotted - 0.25%. If units are redeemed/switched out after 3 months from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -3.51% returns, against a category average of -0.78% and a category best of 1.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.51 | -0.78 | 1.80 |
| 6M | -3.30 | 2.05 | 13.26 |
| 1Y | 4.34 | 6.39 | 25.12 |
| 3Y | 11.19 | 15.60 | 61.18 |
Portfolio Analysis
- Equity: 70.69%
- Debt: 29.31%
- Others
As on: 2026-01-31
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About Fund
Invesco India Balanced Advantage Fund Growth managed by Invesco Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,080 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.08. Under the expert guidance of Manish Kalani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak Balanced Advantage Fund Growth | 4 | 17513.06 CR | 1.65 |
| This FundBank of India Balanced Advantage Fund Growth | 1 | 143.75 CR | 2.51 |
| This FundInvesco India Balanced Advantage Fund Growth | 2 | 1080.38 CR | 2.08 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3773.12 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 106820.61 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Balanced Advantage Fund Growth | 8.8249 | 36.1523 |
| This FundBank of India Balanced Advantage Fund Growth | 11.7124 | 37.201 |
| This FundInvesco India Balanced Advantage Fund Growth | 4.34 | 37.4537 |
| This FundAxis Balanced Advantage Fund Growth | 7.5077 | 47.7193 |
| This FundHDFC Balanced Advantage Fund - Growth | 8.4032 | 58.2863 |
FAQs
Invesco India Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Invesco India Balanced Advantage Fund Growth is 2.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Invesco India Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -3.51%
- 6 Months : -3.30%
- 1 Year : 4.34%
- 3 Years : 11.19%
You can invest in Invesco India Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Invesco India Balanced Advantage Fund Growth is ₹1,080 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Invesco India Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500